Managers / Q4 2022
Momentum Advisors, LLC
CIK 0001932998 · 1120 AVENUE OF AMERICAS, NEW YORK, NY, 10036 · 9179974297
Reported Value
$98.7B
Q4 2022
Positions
83
Filings on Record
3
2019–present window
Filed
Feb 15, 2023
original filing
Summary
Momentum Advisors, Llc reported $98.7B in U.S.-listed holdings across 83 positions for Q4 2022.
Its largest position, Vanguard Index Fds, represents 19.4% of the portfolio.
Compared with Q3 2022, the fund opened 12 new positions and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 70.8% · $69.9B
- Common Stock · 24.5% · $24.1B
- Other · 3.4% · $3.4B
- ADR · 1.2% · $1.2B
- Closed-End Fund · 0.0% · $48M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2022
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.